See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,268 | $202,318-76.6% | $172,739-72.6% | $152,861-69.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.42% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,649 | $5,856-54.8% | $5,143-48.5% | $4,762-44.4% |
| Participant deferral / active EE | $3,900 | $5,948-34.4% | $5,198-25.0% | $5,850-33.3% |
| Admin fee / account holder | $3,490 | $17,109-79.6% | $13,954-75.0% | $11,596-69.9% |